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Interactions are simply a log of your connections with a person in your database. You can record contacts with members (emails, calls, visits, etc.), create follow-up tasks for people with or without permissions, or create public and private notes through customized permissions.
Add, Edit, and Order Interaction Types
Click the Gear Icon > Settings > Interactions tab. The list of Interaction types will appear.
How to Add a New Interaction Type
- To add a NEW interaction type, scroll to the Add Interaction Type heading at the bottom of the screen.
- Type a name and then click Save.
- Your new interaction type will appear at the bottom of the list.
- To reorder, click and drag the double arrow icon to move your new interaction type to the desired menu position. Your order changes will be auto-saved.
How to Edit Existing Interaction Types
Important: If you change the name of a pre-existing interaction type, all interactions using that name will inherit the new name.
To retain a previous name, we suggest creating a new Interaction type and adding a prefix/suffix to the former, such as "Old" or "DoNotUse."
- Existing interaction types can have the name and order adjusted.
- To edit an existing Type name, click the text to change it. To save, click outside the edit field to finish. Your changes will be auto-saved.
- If you need to adjust the order of your interaction types, click the double-arrow icon and drag the interaction type to your desired menu position. This change is also automatically saved.
How to Manage Interactions
Use the left-hand menu to manage and find interactions in the database. All the lists can be filtered through the Tri-Dot Icon .
- My Outstanding → review the list of interactions assign to you which need to be filled out.
- Outstanding → Designed for managers of other people's interactions. Review the list of incomplete interactions that need to be completed.
- Completed → See the list of interactions that have been finished and have a 'Date Completed' assigned to them.
Filter Outstanding and Completed Interactions
To filter interactions, click the Tri-Dot icon 
to view filter options (see below). You can filter by Text, Interaction Type (titled "Action"), Person Assigned, or any other option displayed.
Note: The filter options for the My Outstanding Interactions do not include text search or completed-by-date fields.
Edit an Interaction
Once entered, interactions can be edited to update the details. The fields available to edit are:
- Action: Change the interaction type.
- Assigned To: Use the X to remove the designated person and search via text for a different individual.
- Individual: Use the X to remove the person to whom the Interaction is applied and search via text for a different person.
- Instructions: Adjust the follow-up requirement text.
- Summary: Adjust follow-up notes, next steps, etc.
- Completed: Toggle on/off the option to be notified when the interaction is complete
- Date Complete: The day the interaction took place.
- Complete By: Set a day to let the volunteer or staff member know when the action should be finished.
- Delete: remove the interaction.
Once complete, make sure to click Save!
Assign An Interaction
You can assign an interaction to an individual by clicking Assign in the sidebar menu or clicking the Assign Interaction icon from a person's Profile Screen.
- Action: Select the Interaction Type.
- Assign To: Type to search for the person who should complete the Interaction.
- Individual: Search for the person to whom the action applies.
- Note: Based on Terminology Settings, your ministry may have titled "Individual" something different.
- Add Interaction Instructions with details of what the person following up will need to do. Be specific so the given task details are easy to follow.
- Select a To Be Completed By date for when the interaction should be finished.
- Note: This date will be shown in both the email and the interaction digest sent to the person needing to complete the task.
- Optional: Check Notify Me On Completion if you would like to be alerted when the interaction has been completed.
Once complete, make sure to click Save!
Note: The person assigned the interaction will receive a notification email with the abovementioned details.
Log An Interaction
You can log an interaction with an individual by clicking Log in the sidebar menu or clicking the Log Interaction icon from a person's Profile Screen.
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- Action: Select the Interaction Type.
- Completed By: Type to search for the person who completed the Interaction.
- Individual: Search for the person to whom the action applies.
- Interaction Instructions: Add notes/instructions given to the person who followed up.
- Summary: Add notes regarding what took place or other important information.
- Date Completed: Enter the date when the Interaction took place.
Once you're finished, make sure to click Save! Doing so will log the Interaction and post it on the person's profile.
Note: Individuals themselves cannot view interactions unless they have appropriate permissions. Most ministries use logged interactions for internal reasons such as pastoral care, guest follow-up, discipleship tracking purposes, etc.
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